BFIC

Bedell Frazier Investment Counselling Portfolio holdings

AUM $487M
1-Year Est. Return 21.88%
This Quarter Est. Return
1 Year Est. Return
+21.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$6.01M
2 +$859K

Sector Composition

1 Communication Services 17.12%
2 Technology 12.53%
3 Industrials 7.97%
4 Healthcare 7.61%
5 Energy 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.09%
4,989
52
$222K 0.09%
1,900
53
$216K 0.09%
1,572
54
$208K 0.08%
3,454
55
-100,085
56
-250,080